Kristy Puckett "KP"'s Linkedin Analytics

I work with experienced Financial Advisors to help guide them through becoming or maintaining Independence. Every advisor has their own unique business. I help advisors embrace these differences by introducing our turn-key platform of award-winning technology, service, compliance, marketing assistance, operations, coaching, and portfolio management. At RFG Advisory, we help you build the business you want, without compromise! Have you ever thought about Independence? If so, you may benefit from learning about our platform. RFG Advisory is a growing, Hybrid, RIA. We are a high-service firm built for Independent Financial Advisors. We help you become the CEO, not the COO of your practice. Our wealth managers provide comprehensive financial plans that are suited to match each client. With a customized approach, we provide traditional financial advising, estate planning, and opportunities for high-production wealth managers to partner with us. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness. For a list of states in which the financial consultants affiliated with RFG Advisory are registered to do business, please visit www.rfgadvisory.com